Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr Msci Com (FCOM)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Com (FCOM) during Q2 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI COM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
300New |
$10.6K - $12.1K
|
300
$17.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
279+ 91.48% |
$9.88K - $11.3K
|
584
$33.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
252+ 24.73% |
$8.93K - $10.2K
|
1.27K
$72.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
247+ 2.78% |
$8.75K - $10K
|
9.14K
$522K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
232+ 1.45% |
$8.22K - $9.39K
|
16.2K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129+ 0.34% |
$4.57K - $5.22K
|
38.5K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
80+ 0.31% |
$2.83K - $3.24K
|
25.8K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
66+ 1.05% |
$2.34K - $2.67K
|
6.36K
$363K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
44+ 0.17% |
$1.56K - $1.78K
|
25.5K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$1.2K - $1.38K
|
34
$1.94K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.2K - $1.38K
|
34
$1.94K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
28New |
$992 - $1.13K
|
28
$1.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$70.8 - $80.9
|
2
$114
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2+ 0.02% |
$70.8 - $80.9
|
13.1K
$751K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.07% |
$35.4 - $40.5
|
1.47K
$83.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1- 2.33% |
$35.4 - $40.5
|
42
$2.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 28.89% |
$460 - $526
|
32
$1.83K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 28.89% |
$460 - $526
|
32
$1.83K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 7.43% |
$1.17K - $1.34K
|
411
$23.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-40- 0.26% |
$1.42K - $1.62K
|
15.5K
$883K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-43- 0.47% |
$1.52K - $1.74K
|
9.03K
$516K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-55- 0.39% |
$1.95K - $2.23K
|
14K
$797K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68- 8.91% |
$2.41K - $2.75K
|
695
$39.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 0.83% |
$5.31K - $6.07K
|
17.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 59.85% |
$5.7K - $6.52K
|
108
$6.17K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-256- 5.34% |
$9.07K - $10.4K
|
4.54K
$259K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-346- 5.59% |
$12.3K - $14K
|
5.85K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-407- 1.05% |
$14.4K - $16.5K
|
38.5K
$2.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-702- 5.28% |
$24.9K - $28.4K
|
12.6K
$720K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-971- 2.7% |
$34.4K - $39.3K
|
35K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.04K- 15.68% |
$36.9K - $42.2K
|
5.61K
$320K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.23K- 10.74% |
$43.6K - $49.8K
|
10.2K
$584K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.37K- 3.34% |
$48.4K - $55.3K
|
39.6K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.39K- 17.45% |
$49.3K - $56.3K
|
6.59K
$376K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 20.86% |
$50.3K - $57.5K
|
5.39K
$308K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.47K- 13.49% |
$52K - $59.5K
|
9.42K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.53K- 12.97% |
$54.3K - $62K
|
10.3K
$587K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.77K- 6.05% |
$62.7K - $71.6K
|
27.5K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.8K- 9.09% |
$63.7K - $72.8K
|
18K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.4K- 4.09% |
$85K - $97.1K
|
56.2K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.59K- 29.21% |
$91.6K - $105K
|
6.27K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.12K- 5.99% |
$111K - $126K
|
49K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 1.72% |
$128K - $146K
|
205K
$11.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.7K- 10.87% |
$131K - $150K
|
30.4K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.99K- 3.86% |
$141K - $161K
|
99.4K
$5.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.34K- 20.18% |
$154K - $175K
|
17.2K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.88K- 6.75% |
$173K - $198K
|
67.5K
$3.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-6.16K- 58.22% |
$218K - $249K
|
4.42K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.5K- 10.89% |
$230K - $263K
|
53.2K
$3.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.38K- 15.75% |
$261K - $299K
|
39.5K
$2.25M
|